Articles
Ongoing Client communication is at the heart of our service. We regularly publish thought leadership pieces and deliver regular market commentaries and portfolio reports.
Press Coverage – FT Adviser
Finura’s Tom Watson speaks to the FT Adviser about his experience of studying for his Chartered Insurance Institute’s diploma in financial planning with the Schroders’ Benchmark Academy.
Podcast: How to bring ghost towns back from the dead
Chris Santer and Lydia Merry, fund managers at Schroders Capital, join the pod to discuss the problem regenerating the UK’s town centres and the role private finance can play.
Finura Shortlisted for Adviser Firm of the Year in the Professional Adviser Awards 2023
Finura is delighted to announce that we have been shortlisted, once more, in the Adviser Firm of the Year (London) category at the Professional Adviser Awards. Having previously been awarded highly commended in the Best Client Engagement category back in 2017, we are keen to showcase how all areas of the business are reaching high […]
Podcast: is the end nigh for 2% inflation targets?
Economist George Brown joins the pod to discuss the origins of the 2% inflation target, the pros and cons of doing away with it and the outlook for inflation.
What Might 2023 Hold?
In partnership with the Economic and Investment teams at Schroder Investment Solutions (SIS), as well as using data from Visual Capitalist, we take a look at key themes that we predict will drive the direction of the global economy this year and what they mean for investors.
Tax year end planning checklist for individuals – 2022/23 tax year
As well as considering tax planning for the current tax year, it is important to put in place strategies to minimise tax throughout the next tax year. The majority of planning strategies have greatest effect if implemented before a tax year begins.
A look back at 2022 inflation numbers
Inflation hit the highest level in 40 years in 2022, but what actually drove up the rate and can it come down?
Downloads
Please find below our current Client brochure alongside a selection of takeaway guides relating to different areas of financial planning.
Our Fair Value Statement
A document explaining our value to you, our culture and values, and the way we work with you.
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Client Brochure - Who We Are
An introduction to Finura, detailing how we work and what you can expect as a Client of Finura.
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Your Autumn Statement Summary 2023
An overview of the all the taxation changes announced in the most recent budget.
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Your Guide to Tax Planning 2024/25
A brief guide on 7 key areas of tax planning that should be taken into account during the current tax year.
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Your Guide To ISAs
When we save for the future we want our money to grow as much as possible. One of the easiest ways to maximise returns is to invest your money via an individual savings account, or ISA.
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Your Guide To Sustaining Your Retirement Income
Many factors contribute to a successful retirement; figuring what you are going to do with your time, keeping physically and mentally active, and managing your financial resources in a way that helps you achieve what matters to you.
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Your Guide to Care Fees Planning
A guide to help you navigate your way through the process of care fees when suddenly faced with a family member who needs care.
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Your Guide to Family Wealth Preservation
Inheritance tax is not just for the extremely wealthy. Rising property prices have meant more estates than ever are likely to face an inheritance tax bill. Here is a guide that will give you an idea on how you can plan ahead.
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Your Guide to Climate Change
As scientists continue to monitor how our efforts are impacting weather patterns and the surface temperature of the planet, economists have also been paying closer attention to how it will affect investment returns.
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